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iShares Russell 1000 Value ETF

1,875 hedge funds and large institutions have $57.1B invested in iShares Russell 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 578 increasing their positions, 694 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 10696 (-10)

17% less repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 694

61% less call options, than puts

Call options by funds: $117M | Put options by funds: $298M

Holders
1,875
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$117M
Puts
$298M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1051
Front Row Advisors
California
$690K
KHCM
1052
Kirtland Hills Capital Management
Ohio
$689K
RMDI
1053
R.M. Davis Inc
Maine
$686K
CAL
1054
Capital Analysts LLC
Pennsylvania
$684K
TF
1055
Tudor Financial
Ohio
$684K
TA
1056
TrueWealth Advisors
Alabama
$683K
HIS
1057
Harvest Investment Services
Illinois
$681K
MFC
1058
Morris Financial Concepts
South Carolina
$679K
EI
1059
EFG International
$673K
WSA
1060
Wealth Science Advisors
Georgia
$672K
WTB
1061
Washington Trust Bank
Washington
$672K
PWP
1062
Perfromance Wealth Partners
Illinois
$671K
RWM
1063
Rialto Wealth Management
New York
$670K
AWM
1064
AAF Wealth Management
Massachusetts
$669K
VW
1065
Vance Wealth
California
$668K
PCH
1066
PGIM Custom Harvest
New Jersey
$665K
SA
1067
Skyline Advisors
Washington
$664K
OWA
1068
Opal Wealth Advisors
New York
$663K
RSWA
1069
Robinson Smith Wealth Advisors
Maine
$663K
RT
1070
Rockland Trust
Massachusetts
$663K
WA
1071
WBH Advisory
Maryland
$663K
FCA
1072
Fortis Capital Advisors
Kansas
$662K
AFC
1073
AFT Forsyth & Company
Florida
$662K
FI
1074
Financial Insights
Washington
$658K
IA
1075
Integrity Alliance
Iowa
$656K